Wealthpoint, LLC Vanguard Bd Index Fd Inc Short Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 18, 2022	BUY	$74.52 - $77.47 $596 - $619	8 Added 0.2%	4,012 $300,000
Q2 2022 Jul 18, 2022	BUY	$75.68 - $77.74 $454 - $466	6 Added 0.15%	4,004 $307,000
Q1 2022 Apr 27, 2022	BUY	$77.66 - $80.73 $36,111 - $37,539	465 Added 13.16%	3,998 $311,000
Q4 2021 Feb 11, 2022	SELL	$80.78 - $81.98 $3,635 - $3,689	-45 Reduced 1.26%	3,533 $286,000
Q3 2021 Nov 01, 2021	BUY	$81.9 - $82.4 $491 - $494	6 Added 0.17%	3,578 $293,000
Q2 2021 Jul 26, 2021	BUY	$82.08 - $82.43 $492 - $494	6 Added 0.17%	3,572 $294,000
Q1 2021 Apr 27, 2021	SELL	$82.08 - $82.89 $13,379 - $13,511	-163 Reduced 4.37%	3,566 $293,000
Q4 2020 Feb 08, 2021	BUY	$82.67 - $82.96 $14,632 - $14,683	177 Added 4.98%	3,729 $309,000
Q3 2020 Nov 09, 2020	BUY	$82.96 - $83.3 $663 - $666	8 Added 0.23%	3,552 $295,000
Q2 2020 Aug 06, 2020	SELL	$81.78 - $83.12 $44,815 - $45,549	-548 Reduced 13.39%	3,544 $295,000
Q1 2020 Apr 16, 2020	BUY	$78.67 - $82.51 $708 - $742	9 Added 0.22%	4,092 $336,000
Q4 2019 Jan 31, 2020	BUY	$80.41 - $81.14 $1,527 - $1,541	19 Added 0.47%	4,083 $329,000
Q3 2019 Nov 14, 2019	SELL	$80.39 - $80.84 $13,344 - $13,419	-166 Reduced 3.92%	4,064 $328,000
Q2 2019 Aug 08, 2019	BUY	N/A	14 Added 0.33%	4,230 $341,000
Q1 2019 May 16, 2019	BUY	N/A	10 Added 0.24%	4,216 $336,000
Q4 2018 Feb 15, 2019	BUY	N/A	4,206 New	4,206 $330,000

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.29 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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